Moneta Group Investment Advisors’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $935K | Buy |
5,194
+29
| +0.6% | +$5.22K | 0.01% | 322 |
|
|
2025
Q1 | $834K | Sell |
5,165
-336
| -6% | -$54.3K | 0.01% | 314 |
|
|
2024
Q4 | $955K | Buy |
5,501
+305
| +6% | +$53K | 0.01% | 288 |
|
|
2024
Q3 | $821K | Sell |
5,196
-231
| -4% | -$36.5K | 0.01% | 308 |
|
|
2024
Q2 | $732K | Buy |
5,427
+901
| +20% | +$122K | 0.01% | 316 |
|
|
2024
Q1 | $580K | Sell |
4,526
-464
| -9% | -$59.5K | 0.01% | 349 |
|
|
2023
Q4 | $598K | Sell |
4,990
-88
| -2% | -$10.6K | 0.01% | 311 |
|
|
2023
Q3 | $544K | Buy |
5,078
+233
| +5% | +$25K | 0.01% | 301 |
|
|
2023
Q2 | $476K | Buy |
4,845
+133
| +3% | +$13.1K | 0.01% | 332 |
|
|
2023
Q1 | $412K | Buy |
4,712
+679
| +17% | +$59.4K | 0.01% | 351 |
|
|
2022
Q4 | $400K | Sell |
4,033
-504
| -11% | -$49.9K | 0.01% | 326 |
|
|
2022
Q3 | $342K | Sell |
4,537
-493
| -10% | -$37.2K | 0.01% | 330 |
|
|
2022
Q2 | $397K | Buy |
5,030
+1,032
| +26% | +$81.5K | 0.01% | 335 |
|
|
2022
Q1 | $351K | Sell |
3,998
-1,296
| -24% | -$114K | 0.01% | 334 |
|
|
2021
Q4 | $548K | Buy |
5,294
+365
| +7% | +$37.8K | 0.02% | 285 |
|
|
2021
Q3 | $454K | Buy |
4,929
+197
| +4% | +$18.1K | 0.02% | 295 |
|
|
2021
Q2 | $387K | Sell |
4,732
-200
| -4% | -$16.4K | 0.02% | 321 |
|
|
2021
Q1 | $328K | Buy |
4,932
+1,481
| +43% | +$98.5K | 0.02% | 312 |
|
|
2020
Q4 | $232K | Buy |
+3,451
| New | +$232K | 0.02% | 285 |
|